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Tableau > Domain 3: Sharing Insights > Flashcards

Domain 3: Sharing Insights Flashcards

1
Q

What are the options when you want to color your marks?

A
  • On the Marks Card click “Color” and then select

- From the Data Pane, drag a field to “Color” on the Marks Card

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2
Q

How can you change the font?

A

Select “Format” and then “Font”

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3
Q

How do you change the shapes of marks?

A

From the Data pane, drag a field to Shape on the Marks card.

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4
Q

How do you save custom shapes?

A
  1. Create shape image files
  2. Save them in My Tableau Repository\Shapes folder
  3. Reload shapes
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5
Q

What are the charakteristics of Simultaneous animations?

A

The default simultaneous animations are faster and work well when showing value changes in simpler charts and dashboards.

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6
Q

What are the charakteristics of Sequential animations?

A

Sequential animations take more time but make complex changes clearer by presenting them step-by-step

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7
Q

How do you animate visualizations in a workbook?

A
  1. Choose format and then Animations
  2. Choose “Workbook default”
  3. Choose duration and style (Simultaneous or Sequential)
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8
Q

What are the options when you want to resize your marks?

A
  • On the marks card, click size and then adjust the slider

- From the data pane, drag a field to Size on the Marks card

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9
Q

How can you add a previously removed legend?

A

Open the Analysis Menu and select Legends. Only relevant legends will be selectable.

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10
Q

How do you add a workbook to you dashboard?

A
  1. Create a Dashboard

2. From the Dashboard pane, drag and drop a sheet you created onto the empty dashboard

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11
Q

How do you replace a Workbook on a dashboard?

A

Select a Workbook in the dashboard at right. In the Sheets list at left, hover over the replacement sheet, and click the Swap Sheets button

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12
Q

What Dashboard objects can you add to a dashboard?

A
  • Horizontal and Vertical
  • Text
  • Image
  • Web Page
  • Blank
  • Navigation
  • Download
  • Extension
  • Ask Data
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13
Q

How do you add a filter to the dashboard?

A
  1. Click on the sheet in the dashboard
  2. In the upper right of the layout container, there is an arrow, a funnel, and a “x”. Select the arrow.
  3. Select Filters and then
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14
Q

In what ways can you highlight your data on a Dashboard?

A
  • Select Marks
  • Legends
  • Highlighter
  • Actions
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15
Q

How do you turn on highlighting?

A
  1. Right Click on a discrete dimension in the view

2. Select “Show Highlighter”

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16
Q

What can you do with dashboard actions?

A
  • Filter
  • Highlight
  • Go to URL
  • Go to Sheet
  • Change Parameter
  • Change Set Values
17
Q

How do you add a Dashboard Action?

A
  1. On the Dashboard
  2. Select Dashboard and then “Actions”
  3. Click “Add Action”
18
Q

In what ways can you run the action?

A
  • Hover
  • Select
  • Menu
19
Q

How do you create a device specific Layout?

A
  1. Choose the three dots or the lock icon in the Dashboard pane
  2. Either manually edit the layout or auto-generate one
20
Q

How do you create a new story?

A
  1. Choose the “New Story” Tab
  2. Choose a size in the lower left corner
  3. Double click a sheet in the story to add it to the story point
  4. Click “add a caption” to summarize the story point
  5. Click “Update” to save changes
21
Q

Which options do you have when adding story points?

A
  • Click Blank to use a fresh sheet
  • Customize a Story Point and click “Save as new”
  • Click Duplicate to use the current one as a basis
22
Q

How do you publish to the Tableau Server?

A
  1. Click the “share” button in the toolbar
  2. Sign into the server
  3. Select project to publish to
  4. Name the Workbook
  5. Under Data Source select edit and configure the Data Sources
  6. Click Publish
23
Q

How do you export a view as an Image?

A
  1. Select Worksheet and then Exportand then Image.
  2. In the Export Image dialog box, select the elements you want to include in the image. If the view contains a legend, under Image Options, select the legend layout.
  3. Click Save.
  4. In the Save Image dialog box, specify a file location, name, and format. Then click Save.
24
Q

How do you export as a PowerPoint presentation?

A
  1. Select File and then “Export as PowerPoint”

2. Select Sheets you want to include

25
Q

How do you export as a PDF?

A
  1. Choose File then Page Setup

2. Choose File and then “print to pdf”

26
Q

Where can you view the underlying data?

A
  • Worksheet: Selected Mark or Marks
  • Data Source page: Per Table
  • Worksheet: Download button on toolbar
  • Worksheet: Data pane
  • Worksheet: Analysis menu

Tableau (4 decks)

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